Quote follow-ups that run until a reply
Send a quote, and follow-up emails keep going until the customer replies
A B2B software sales team, where each rep carries dozens of open quotes, set up a flow that follows up with every customer who goes quiet after a quote, and hands the conversation back to the rep the moment the customer answers.
The problem
- 01
Follow-ups depend on memory
The more quotes went out, the more reps lost track of who to chase and when, and unanswered quotes were quietly dropped.
- 02
Every nudge written from scratch
Reps wrote each follow-up by hand, and the wording and timing differed from rep to rep.
- 03
One more email after they already replied
Without checking whether the customer had answered, reps sent another follow-up and then had to apologize.
How Trackit solves it
- 1
The rep sends the quote and moves the stage to Proposal
Reps send the quote as they always have. When the deal stage changes to Proposal, a record-updated trigger starts the workflow, and an enroll-in-sequence block adds the deal’s contact to the "Quote follow-up" sequence. The sender is set to the deal owner, so follow-ups go out from the rep’s own mailbox.
- 2
The sequence sends on a schedule and stops when the customer answers
The "Quote follow-up" sequence sends a quote check-in after 3 days, a short call suggestion 4 days later, and a last note 5 days after that, only within the set sending window. Step emails stay in one thread. With exit conditions turned on, once the customer replies or joins a meeting on the rep’s calendar, the remaining emails are not sent to them.
- 3
A task that matches why it stopped lands with the rep
A sequence-exited trigger receives the exit reason and starts the next workflow, and a switch splits replies, booked meetings and no response at all. Create task gives the deal owner a matching task, such as "Read the reply and set up a call", "Prepare for the meeting" or "Follow up by phone", and the rep is notified.
- TriggerRecord updatedA deal’s stage changes to Proposal.
- ActionEnroll in sequenceAdds the contact to the quote follow-up sequence.
- TriggerSequence exitedThe sequence stops on a reply or a booked meeting.
- ActionSwitchSplits replies, meetings and no response.
- ResultCreate taskGives the rep a task that matches the exit reason.
Dohyun Park
Aseong KimWhat changed
Before Trackit
With Trackit
More use cases
B2B sales teamQuotes on your company form in one click
Build a quote PDF from company and product data, and keep it in Quotes with the deal.
B2B SaaSRouting leads to owners by score
An agent scores leads from web forms and the meeting scheduler, then hands each to an owner on the matching team with a call request or a first email.
Meeting-heavy B2B sales teamA customer brief the day before the meeting
Every evening it finds tomorrow’s customer meetings and leaves a brief with past history and questions to ask on the record and in Slack.